Cynosure Group
V icon

Cynosure Group’s Visa V Stock Holding History

Cynosure Group’s Portfolio V Stock Details V Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.32M Hold
3,664
– – 0.19% 39
2026
Q2 		$1.26M Buy
3,664
+775
+27% +$249K 0.19% 35
2026
Q1 		$873K Sell
2,889
-1,291
-31% -$415K 0.11% 58
2025
Q4 		$1.47M Buy
4,180
+396
+10% +$135K 0.15% 54
2025
Q3 		$1.29M Sell
3,784
-3,791
-50% -$1.31M 0.14% 57
2025
Q2 		$2.69M Buy
7,575
+6,069
+403% +$2.12M 0.3% 39
2025
Q1 		$528K Sell
1,506
-20
-1% -$6.77K 0.07% 139
2024
Q4 		$482K Sell
1,526
-948
-38% -$285K 0.07% 138
2024
Q3 		$680K Sell
2,474
-7,234
-75% -$1.96M 0.1% 130
2024
Q2 		$2.55M Buy
9,708
+6,625
+215% +$1.82M 0.41% 37
2024
Q1 		$860K Sell
3,083
-21,800
-88% -$6.02M 0.15% 73
2023
Q4 		$6.48M Buy
24,883
+1,580
+7% +$389K 1.16% 17
2023
Q3 		$5.36M Sell
23,303
-10,469
-31% -$2.52M 1.64% 15
2023
Q2 		$8.02M Buy
33,772
+11,169
+49% +$2.56M 2.41% 11
2023
Q1 		$5.1M Sell
22,603
-8,160
-27% -$1.82M 7.7% 3
2022
Q4 		$6.39M Sell
30,763
-1,094
-3% -$221K 6.63% 5
2022
Q3 		$5.66M Buy
31,857
+59
+0.2% +$12K 6.06% 6
2022
Q2 		$6.26M Sell
31,798
-420
-1% -$86.8K 6.15% 5
2022
Q1 		$7.14M Sell
32,218
-4,051
-11% -$876K 5.76% 5
2021
Q4 		$7.86M Sell
36,269
-2,758
-7% -$592K 5.93% 6
2021
Q3 		$8.69M Sell
39,027
-319
-0.8% -$74.8K 6.71% 4
2021
Q2 		$9.2M Sell
39,346
-2,128
-5% -$486K 7.14% 4
2021
Q1 		$8.78M Sell
41,474
-2,288
-5% -$482K 6.89% 5
2020
Q4 		$9.6M Sell
43,762
-2,814
-6% -$576K 8.13% 4
2020
Q3 		$9.31M Sell
46,576
-1,647
-3% -$329K 9.74% 4
2020
Q2 		$9.32M Buy
48,223
+30
+0.1% +$5.48K 10.96% 3
2020
Q1 		$7.76M Buy
+48,193
New +$9.08M 5.55% 4

Other funds holding V

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cynosure Group's V Position: Q3 2026 in Review

Cynosure Group held its Visa (V) position steady in Q3 2026 at 3,664 shares worth $1.32M. The position accounts for 0.19% of the portfolio, ranked #39.

Cynosure Group first reported a position in V in Q1 2020 and has held it in 27 quarters since. The position peaked at $9.6M in Q4 2020. 3,188 funds tracked by Wall St. Rank hold V as of Q3 2026.

  • Cynosure Group held 3,664 shares of Visa worth $1.32M as of Q3 2026.
  • Cynosure Group left its Visa share count unchanged in Q3 2026.
  • Visa made up 0.19% of Cynosure Group's portfolio in Q3 2026, its #39 holding.
  • Cynosure Group first reported a position in Visa in Q1 2020 and has held it in 27 quarters since.
  • Cynosure Group's Visa position peaked at $9.6M in Q4 2020.
  • 3,188 funds tracked by Wall St. Rank held Visa as of Q3 2026.

Based on Cynosure Group's 13F filing for Q3 2026, filed 3 Nov 2026.